Brendan Milburn
Managing Director /Financial Adviser
As the Managing Director of South Yarra Financial Services, Brendan oversees the overall operations and performance of the company. With 30 years experience as a financial adviser, Brendan uses his wealth of knowledge to provide expert advice to his clients. Brendan’s leadership and strategic vision have played a crucial role in ensuring South Yarra Financial Services provides high-quality services to its clients over the years. Brendan is a Certified Financial Planner and is highly respected within his field.
Tina Milburn
Finance Director
Tina is a highly experienced Finance Director at South Yarra Financial Services, where she is responsible for ensuring that the day-to-day financial operations of the company run smoothly. Tina is a keen problem solver, meticulous and analytical. She uses these skills to provide South Yarra Financial Services with a strong foundation. With over 20 years of industry experience, Tina brings a wide range of knowledge and expertise to her role.
BJ Milburn
Financial Adviser
As a financial adviser, BJ helps clients make informed decisions regarding their financial goals, investments, and overall wealth management. He considers all the relevant aspects of a client's situation when creating a financial strategy. BJ also actively researches a range of managed funds and supports the SYFS team with his IT skills. He has also worked for South Yarra Financial Services for over 10 years. His background includes a Diploma in Financial Planning, a Bachelor’s Degree in Multimedia (Business Marketing), and a Graduate Diploma in Financial Planning. Currently, he is building a base of clients that he advises.
Lisa Johannsen
Client Services Manager
Lisa provides exceptional service to our clients. With a keen eye for detail, she manages cash flow, pension payments, deposits, withdrawals and implements the advice from our financial advisers. She has an extensive knowledge and understanding of the processes and systems in place, which are used to manage our clients’ accounts. She is proficient in her role and is ready to assist clients whenever it is needed.
Tabatha Meadows
Administrator
Tabatha is the first point of contact for our clients. She has a cheerful demeanour and strives to help our clients with their queries. Tabatha also books client meetings and helps prepare documents. She has a background in admin and customer service with over 5 years experience.